STRATEGY SHS

Ticker: ESUM CUSIP: 86280R787 Class: ETF

Legacy Wealth Asset Management, LLC's Holding History (CIK: 0001846151)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 233,789 Value ($000) $6,296 Avg Close — Range —
Q3 2025
Shares 228,344 Value ($000) $6,206 Avg Close — Range —
Q2 2025
Shares 221,970 Value ($000) $5,769 Avg Close — Range —